Sharesight release notes - July 2020
July kept the product team busy as we continue to overhaul our backend architecture for better page load performance and to support growth in signups. We also have some major new features nearing completion including support for unlisted managed funds in the UK -- stay turned for an announcement on this next month!
New Functionality / Enhancements
- Added pricing support for London Stock Exchange listings that trade off book on the AIM market
Broker Transaction Import
- Add support for Vanguard US trade confirmations
- Add support for Fidelity US trade confirmations
- All broker imports now use the new and improved bulk trade import UI
Sharesight API
- Enhance single sign-on endpoint to work with unactivated accounts
- API V3 Enhance and expand support for attachments in the API
- API V3 Add support for custom fixed interest investments
FURTHER READING
How to present portfolio tax reports clients actually understand
Portfolio tax reports don't have to generate endless client questions. Here's how to structure them so clients can review, confirm and sign off.
Record-keeping requirements for Australian investors
Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.
Sharesight product updates – June 2026
This month's focus was on a new Australian tax pack, UK-specific tax settings, support for the Saudi Stock Exchange and a range of other improvements.